Ackerman Capital Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Ackerman Capital Advisors’s Portfolio EVM Stock Details EVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,139	Closed	-$122K	–	108
2022 Q4	$122K	Buy	+14,139	New	+$121K	0.03%	106
2021 Q3	–	Sell	-16,292	Closed	-$195K	–	123
2021 Q2	$195K	Buy	+16,292	New	+$193K	0.05%	115
2020 Q1	–	Sell	-32,002	Closed	-$360K	–	117
2019 Q4	$360K	Buy	+32,002	New	+$360K	0.11%	130
2019 Q2	–	Sell	-14,185	Closed	-$150	–	167
2019 Q1	$150	Buy	+14,185	New	+$147K	﹤0.01%	155

Other funds holding EVM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ackerman Capital Advisors's EVM Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2023, closing a stake of 14,139 shares — an estimated $122K sold.

Ackerman Capital Advisors first reported a position in EVM in Q1 2019 and held it in 4 quarters. The position peaked at $360K in Q4 2019. 45 funds tracked by Wall St. Rank hold EVM as of Q1 2023.

Ackerman Capital Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 14,139 Eaton Vance California Municipal Bond Fund shares in Q1 2023, an estimated $122K.
Ackerman Capital Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2019 and held it in 4 quarters.
Ackerman Capital Advisors's Eaton Vance California Municipal Bond Fund position peaked at $360K in Q4 2019.
45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.